Wheelhouse Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy	15,385 +3,633	+31%	+$268K	0.56%	18
2025 Q1	$863K	Buy	11,752 +854	+8%	+$62.7K	0.49%	18
2024 Q4	$784K	Buy	10,898 +4,484	+70%	+$322K	0.47%	22
2024 Q3	$482K	Buy	6,414 +2,373	+59%	+$178K	0.31%	30
2024 Q2	$290K	Buy	+4,041	New	+$290K	0.2%	35